January 2008 | Channel Counties Chapter Bulletin

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CHAPTER EVENTS

Top 5 Things Financial Planners Need to Know About Estate Planning

Speaker: Mary Kay Foss
Date: Tuesday, Jan. 8
Time: 8:30 a.m./registration and breakfast; 9 a.m.–Noon/CPE
Location: Hotel Mar Monte (Vista Room); 1111 E. Cabrillo Blvd.; Santa Barbara
CPE: 3 hours
RSVP: Online

 

INTEREST GROUP MEETINGS

AP&AS (Santa Barbara)

Topic: Personal Financial Statements
Speaker: Jean-Luc Bourdon, Walpole & Co., LLP
Date: Thursday, Jan. 17
RSVP: Online
Info: Interest Group Chair Tim O’Keeffe

AP&AS (Ventura)

Date: Wednesday, Jan. 30
Info: Raj Acharya

Conejo Valley Discussion Group (Thousand Oaks)

No meeting in January.
Info: Interest Group Chair John Jackson

Santa Barbara CPA Discussion Group

Date: Tuesday, Jan. 22
RSVP: Online
Info: Contact Interest Group Chair Cindy Young or chapter program associate Rita Williams.

Ventura CPA Discussion Group

Date: Thursday, Jan. 31
Info: Interest Group Chair Garry Jones at (805) 778-1858 or chapter program associate Rita Williams

Chapter Board Meetings

Date: Tuesday, Jan. 8
Time: 12:15 p.m.
Location: Hotel Mar Monte; 1111 E. Cabrillo Blvd.; Santa Barbara
Info and RSVP: Chapter program associate Rita Williams

 

Save the Date

Awards Night

Speaker: Irwin Jacobson, CPA
Date: Thursday, May 15
CPE: 1 Hour

Chapter Retreat/Installation of 2008-09 Board of Officers & Directors

Date: June 6–8
Location: Hyatt Regency Incline Village; Lake Tahoe
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PRESIDENT’S MESSAGE

Upcoming Events

By Cindy Young, CPA

Happy new year! I hope you have all enjoyed the holidays and are off to a great start for 2008. I know many of us have great aspirations for this year. My fingers are crossed for more precipitation and a whole lot less fire action than we experienced last year. This is also a presidential election year, so we’ll have that added element to contemplate. In 10 months, we’ll know who’ll be in the White House, but for now, there’s no telling which of the many contenders will rise above all the campaigning hoopla to become our next president. We have lots of reasons to be optimistic that 2008 will be a prosperous and more peaceful year.
   Switching to the more immediate future, I want to remind you of our final CPE event before tax season begins. Mary Kay Foss, CPA and partner with Marzluft, Giles, Tulis & Foss CPAs Inc in Danville, will present a three-hour seminar Tuesday, Jan. 8, titled “The Top Five Things Financial Planners Need to Know about Estate Planning.”
   Mary Kay is a member on CalCPA’s Estate Planning Committee and is a past president of the East Bay Estate Planning Council. She has taught estate planning courses for many years for the California CPA Education Foundation and frequently writes articles for California CPA magazine. The $50 cost includes breakfast.
   Looking forward to Thursday, May 15, we will welcome Irwin Jacobson, CPA and vice president of finance at Sony Pictures Entertainment. Irwin was extremely well-received when he spoke at CalCPA’s Young & Emerging Professionals Conferences in May. Our dinner event will include an hour of CPE, as well as a brief awards ceremony when we present scholarships to our selected student recipients. Be sure to mark your calendars.
—Cindy Young, CPA
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CHAPTER NEWS

New Members

On behalf of the Channel Counties Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Christi Bolitho, Christian Buenning, Nathan Dittmar... [see all new members]

2008–09 Channel Counties Chapter Board of Officers and Directors

Do you know someone who has mentioned an interest in serving as a chapter board member, officer or director? If so, here is your opportunity to nominate that person.
   Article XI (4) of the Chapter Bylaws reads: “Nominations by Members. “Five (5) members or more may nominate a candidate for Chapter Board officer or director. Such nominations must be filed with the Secretary of the Chapter not later than the 15th day of January in each year.”
   The proposed slate must then be filed with CalCPA by Feb. 15.
   Please forward all nominations to chapter program associate Rita Williams or call her at (805) 571-1558.
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CalCPA NEWS

Find a CPA: Update Your Profile and Make Yourself Known

Have you moved recently? Changed contact information? Then be sure to update your records online. And while you’re there, take advantage of the opportunity to increase your visibility and show your expertise to the world by listing or updating your information in Find a CPA—CalCPA’s exclusive database of California financial experts.
   Find a CPA receives thousands of views each month, making it one of CalCPA.org’s most visited web pages.
   Don’t be left out. Update your profile today.
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Channel Counties Chapter Leadership